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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 08/2014 | 11/2017 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis | IN | 04/2016 | 11/2017 |
| Sym Financial Advisors | Winona Lake | IN | 11/2017 | Present |
Business: Baker Youth Club - Investment-related: Yes - Business Address: 1401 E Smith St, Warsaw St., Warsaw IN, 46580 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 1/1/2024 - Hours/Month: 5 hours/month - Hours/Month during Securities Trading Hours: 2 hours/month - Duties: attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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